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ABOUT LEGACY PLAN PARTNERS

We are a wealth management firm – a fusion of a family office. We use holistic complete comprehensive planning to direct each client, with emphasis on proper investment accounts and insurance products (modeling each account to a risk factor), tax control (savings via deductions, credits, deferral and asset protection (limiting losses from investment downturns, legal assisted protection, tax strategies). 

wealth management california

AFFILIATES

We are pleased to work side-by-side with Youngman Ericsson Scott, LLP, a premier law firm emphasizing tax, trusts and estates, business, asset protection, family law and real estate matters. For asset management, xxxxxxxx

OUR PROCESS

  1. Start with questions about you and/or your business – who, what, when, why, how, where – goals, dreams, resources, assets.  We want to get to know what your world is like.

  2. Determine what needs are the most pressing and need immediate attention; we'll plan for future adjustments.

  3. Review ideas with associated professionals – legal, tax, accounting, business, real estate, investments, etc.

  4. Prepare a plan that is tailored to the you and/or your business.

  5. Present a proposal for your approval, which will include timelines and expectations.

  6. Implement the necessary documents, accounts, contracts and work.

  7. Follow up with monthly, quarterly, biannual or annual client reviews (as appropriate).

For further information on our services please click here, or for advisors click here.

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